Leonard Rickey Investment Advisors’s Chevron CVX Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$247K	Buy	1,489 +4	+0.3%	+$745	0.04%	112
2026 Q1	$307K	Buy	1,485 +19	+1%	+$3.46K	0.05%	91
2025 Q4	$223K	Buy	1,466 +29	+2%	+$4.42K	0.04%	107
2025 Q3	$223K	Sell	1,437 -48	-3%	-$7.43K	0.04%	110
2025 Q2	$213K	Sell	1,485 -15	-1%	-$2.12K	0.04%	110
2025 Q1	$203K	Sell	1,500 -14	-0.9%	-$2.19K	0.04%	106
2024 Q4	$219K	Sell	1,514 -22	-1%	-$3.37K	0.05%	100
2024 Q3	$226K	Sell	1,536 -1,064	-41%	-$158K	0.05%	103
2024 Q2	$407K	Sell	2,600 -4	-0.2%	-$638	0.1%	63
2024 Q1	$411K	Buy	2,604 +82	+3%	+$12.4K	0.11%	56
2023 Q4	$376K	Buy	2,522 +38	+2%	+$5.75K	0.11%	55
2023 Q3	$419K	Buy	2,484 +770	+45%	+$124K	0.14%	53
2023 Q2	$270K	Buy	+1,714	New	+$275K	0.1%	59

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Leonard Rickey Investment Advisors's CVX Position: Q2 2026 in Review

Leonard Rickey Investment Advisors increased its Chevron (CVX) stake by 0.27% in Q2 2026, buying an estimated $745 and bringing the position to 1,489 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #112.

Leonard Rickey Investment Advisors first reported a position in CVX in Q2 2023 and has held it in 13 quarters since. The position peaked at $419K in Q3 2023. 1,961 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Leonard Rickey Investment Advisors held 1,489 shares of Chevron worth $247K as of Q2 2026.
Leonard Rickey Investment Advisors bought 4 Chevron shares in Q2 2026, an estimated $745.
Chevron made up 0.04% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #112 holding.
Leonard Rickey Investment Advisors first reported a position in Chevron in Q2 2023 and has held it in 13 quarters since.
Leonard Rickey Investment Advisors's Chevron position peaked at $419K in Q3 2023.
1,961 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.